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Setting Up Your Company Information in BrightTax

Michaela Greene
  • Updated

 

Overview

Before creating clients or filing any returns, you need to set up your practice information in BrightTax. This includes your practice name and address, contact details, bank details for client refunds, and your licence information. All of these are managed through System Settings.

 

Accessing System Settings

All company information settings are found in System Settings:

  1. Click the cog icon in the top-right corner of BrightTax to open System Settings.
  2. You will see a left-hand menu with sections including Company Information, Account Information, and System.

 

Setting Up Your Practice Details
  1. In System Settings, go to Company Information > Company Details.
  2. Enter your practice name, contact telephone number, and address.
  3. Click Save.

 

✔ Tip: Your practice name entered here will appear on printed reports and documents produced within BrightTax. Make sure it matches the name registered with HMRC.

 

Storing Your Practice Bank Details

BrightTax allows you to store your practice bank details so they can be pre-populated on Self Assessment returns where a client wishes their tax refund to be paid directly to the practice.

  1. In System Settings, go to Company Information > Bank Details.
  2. Enter your practice account name, sort code, and account number.
  3. Click Save.

 

⚠ Important: Only store your practice bank details here if your practice actively collects client refunds on their behalf. These details will pre-populate on SA returns — review each return carefully before submission.

 

Viewing Your Licence Information

Your BrightTax licence details — including the number of active clients and users, expiry date, and total returns created and submitted — are available in System Settings.

  1. In System Settings, go to Company Information > Licence Details.
  2. Review your current licence information.

If you need to add user licences or update your subscription, this is managed through BrightHub at hub.brightsg.com.

 

Troubleshooting

I cannot find Company Information in System Settings

  • Confirm you have administrator permissions in BrightTax. Non-administrator users do not have access to System Settings.
  • If you have administrator permissions and still cannot see this section, contact support.

 

My licence details look incorrect

  • Licence details update when a subscription change is applied. If a recent upgrade is not reflected, try logging out and back in.
  • For subscription queries, contact the Bright support team or check BrightHub for your current subscription status.

 

Frequently Asked Questions

Q: Where do I update my HMRC filing credentials?

A: HMRC filing credentials are set separately under System Settings > Account Information > HMRC Filing Details. See the related article below.

Q: Can individual users see my practice bank details?

A: Practice bank details are visible to users with administrator access. Standard users cannot access System Settings.

 

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